TRITIS WEALTH MANAGEMENT - Key Persons
Brandon Curtis, AIF® co-founded TRITIS Wealth Management in early 2009. As a graduate from Houston Baptist University, Brandon holds a bachelors degree in both Finance and Psychology. Brandon started his career as a financial advisor over 15 years ago with Morgan Stanley. From there Brandon gained valuable experience and knowledge as an investment representative at Washington Mutual as well as a financial advisor at Ameriprise Financial focusing on comprehensive financial planning and wealth management for individuals and families.
Brandon and his lovely wife, Courtney live in Sugar Land, TX and have a beautiful daughter, Nyah and an energetic son, Benjamin. Brandon enjoys spending time with his family, traveling, fishing and sports.
Job Titles:
- Private Wealth Manager
- Wealth Manager
Clayton Nall is a Private Wealth Manager with Tritis Wealth Management/ LPL Financial.
In 2004, Clayton began his career as a financial advisor with a large financial services firm and then was with a registered investment advisor before joining Tritis in 2020. He has been in the financial services industry since 1996 and has additional experience in institutional investment management and fixed income. Clayton uses his years of wealth management knowledge to provide comprehensive financial planning for his clients.
Clayton is married to Jennifer, and they have two teenagers, Jackson and Shelby. His interests outside of work include being active with their church, family time, and fishing.
Clayton Nall earned a Bachelor of Business Administration from Texas A&M University.
David is a life long Houstonian. He received his Securities License in 1999, and has worked with (3) Major Security Firms.
David joined Tritis Wealth Management, an LPL Firm, in 2018, where he can help his clients expand their financial goals as well as their financial needs.
James co-founded TRITIS Wealth Management in early 2009. James graduated from University of Houston with a bachelors degree in Finance. Before opening TRITIS Wealth Management in 2009, James worked at one of the largest independently held broker/dealers based on Wall Street as a Wealth Manager and Division Manager of the Houston office.
James and his beautiful wife, Kara, reside in Sugar Land, TX, and have been blessed with three young sons. In addition to spending time with his family, James enjoys traveling, golf, fishing and volunteering as a little league baseball coach.
He has extensive experience in individual wealth management, 401ks, retirement planning, life insurance strategies with estate planning, long-term care and educational savings. His client base consists of retirees, pre-retirement clients, business owners, professionals, physicians, athletes and entertainers. Helping clients pursue their goals through asset management and insurance planning is paramount in his practice.
James recently was listed on FT Magazines Top 401 Retirement Advisers in both their September 2016 and May 2015 publications*.